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Contracts for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Contracts for Salesforce

Generating Documents for CLM (Conga Contracts for Salesforce) with Composer

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Create Composer Button to Generate Document for Conga Contracts for Salesforce

Learn to configure a Composer button that generates an agreement in Contracts for Salesforce. Once created, the agreement can be sent for negotiation with Contracts for Salesforce or sent for signature with Conga Sign (or your integrated e-signature solution).

Key components

  • DataTagEnable parameter to ensure changes can be tracked and synced back to Salesforce
  • RM parameter to ensure that any merge fields in clauses will also be merged with their corresponding Salesforce values
  • Conga Queries to gather Managed Clauses
  • Microsoft Word document generation that attaches to Salesforce Files on the Master Object
  • (Optional) WPD parameter and Textboxspecial merge field to ensure only certain fields are editable

Building the Button

Once you are comfortable with the components mentioned above and have configured your Clause Library (or part of it), follow the steps below to build a solution that generates a Contracts for Salesforce agreement.

  1. Create a Composer Button
    1. Using a Solution record, build a base Composer button for Contracts for Salesforce on the object you have configured to use with Contracts for Salesforce (we will use the managed package Contract Agreement object)
    2. Ensure that your button includes the required Contracts for Salesforce parameters, &RM=1 and &DataTagEnable=1 At this point the button will look something like this: /apex/APXTConga4__Conga_Composer?serverURL={!$Api.Partner_Server_URL_370}&Id={!APXT_Redlining__Contract_Agreement.Id}&DataTagEnable=1&RM=1
    3. Save the Solution record
    4. Add the button to your object’s Lightning page. We recommend using Dynamic Actions
      Note:

      At this point, you will not have any queries or a Conga Template included in your button

  2. Add SOQL Queries to Retrieve Managed Clause Data
    1. On the Solution record, add your Managed Clause queries to the solution. If you have not created these or need to learn how to do so, refer to Step 2 in Configuring a CLM (Contracts for Salesforce) Word Template Solution
    2. Save the solution and update the button
  3. Add the TemplateId parameter to the solution
    1. On your Solution record, add the TemplateId parameter
    2. Populate the parameter with the Conga Key value of your Conga Template, or if you have not created that yet then just leave it blank
    3. Save the solution and update the button
  4. Review button URL for accuracy
    1. The button should look something like this: 
       /apex/APXTConga4__Conga_Composer?serverURL={!$Api.Partner_Server_URL_370}&Id={!APXT_Redlining__Contract_Agreement.Id}&DataTagEnable=1&RM=1&QueryId=[Clauses]0Q_176MAE904008&TemplateId=0T_000MAE011348
  5. Add additional parameters as desired. Many solutions also include the following parameter/value pairs:
    1. &SC0=1, &SC1=SalesforceFile
    2. &DS7=11
    3. &UF0=1, &MFTS0=APXT_Redlining__Status__c, &MFTSValue0=Generated

Once you have built the button, you will need to create your Word template and test the solution. Refer to steps 4-6 in Configuring a CLM (Contracts for Salesforce) Word Template Solution for more information.

Administrator Guide
CLM (Contracts for Salesforce)

August 13, 2025